Advisers on the Move TEST

Never miss a move. The industry's only comprehensive database of financial advisers and brokers changing firms. View over a decade of recruiting activity at wirehouses, regional brokerages, RIAs and independent broker-dealers.

Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
William Edward ScottEdward JonesMorgan Stanley$5006-19-2009
Michael L. SimpsonEdward JonesMorgan Stanley$2507-02-2009
Mark Andrew SchangEdward JonesMorgan Stanley$1007-31-2009
Kenneth Ray MiddaughEdward JonesMorgan Stanley10-12-2009
Darren Otto LayneEdward JonesMorgan Stanley$5010-27-2009
Lesa Diane Franklin-JohnsonEdward JonesMorgan Stanley$5011-02-2009
Jennifer Dawson OlsonEdward JonesMorgan Stanley01-04-2010
Michael John WatersEdward JonesMorgan Stanley$1001-19-2010
Jody Faye RedmannEdward JonesMorgan Stanley04-12-2010
Nicholas Silano Jr.Edward JonesMorgan Stanley$10005-28-2010
Keith Paul WinterhalterEdward JonesMorgan Stanley$5007-26-2010
Carl Alan WolfordEdward JonesMorgan Stanley$5008-20-2010
Cheryl Dieda RebottaroEdward JonesMorgan Stanley$5009-17-2010
John Robert TurnerEdward JonesMorgan Stanley09-24-2010
John Richard LaflerEdward JonesMorgan Stanley$2510-08-2010
Daniel James ShoreEdward JonesMorgan Stanley11-15-2010
Michael Richard MurphyEdward JonesMorgan Stanley$2512-03-2010
Warren Paul BarmoreEdward JonesMorgan Stanley01-24-2011
Ann Lucy HerreroEdward JonesMorgan Stanley$10002-04-2011
Melissa M. ShanhouseEdward JonesMorgan Stanley02-14-2011
Daniel Joseph NelsonEdward JonesMorgan Stanley03-11-2011
Keralee SuttonEdward JonesMorgan Stanley$10004-01-2011
Carol Anna HartisEdward JonesMorgan Stanley$10008-12-2011
Sarah Ann ClemansEdward JonesMorgan Stanley$15008-15-2011
Stephen Castles HaleEdward JonesMorgan Stanley08-30-2011
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Showing 1 to 25 of 127 entries

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Disclaimer & Methodology: The InvestmentNews Advisers on the Move database is designed to capture all recruiting activity of retail financial advisers/teams of advisers as they move from one firm to another. The activity recorded within the database comes from a number of sources, including InvestmentNews and other media reports; press releases; direct submissions that have been reviewed by InvestmentNews; and regulatory filings. To qualify as a move, no more than 60 days can have elapsed between the date an adviser/team leaves one firm and the date they join another. Any adviser registration changes that came as a result of merger & acquisition activity are not recorded as moves in the database. Finally, please note that all AUM data is user-submitted and is not audited by InvestmentNews or any regulatory agency. When AUM data is unavailable, a “ — “ is listed in the record’s AUM field entry. All data and information is the property of InvestmentNews LLC and is protected by copyright and other intellectual property laws. All rights are reserved by InvestmentNews LLC. Data may only be viewed on and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.